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Turning Homeowners into Referral Engines with Andy Mathisen

Turning Homeowners into Referral Engines with Andy Mathisen

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 In this episode of the Power Producers Podcast, host David Carothers welcomes back Andy Mathisen, Insurance Sales Manager for Homebot. They dive into how agencies can dominate the personal lines market by shifting from transactional relationships to value-driven engagement. Andy breaks down how Homebot serves as a "set it and forget it" tool that keeps agents front-and-center with insureds while simultaneously generating leads for loan officers and realtors—flipping the traditional referral food chain on its head. Key Highlights: What is Homebot? Andy explains that Homebot is a monthly home digest sent to insureds with a staggering 76% open rate. Unlike standard newsletters, this digest provides homeowners with real-time data on their home value, loan balance, and purchasing power (equity for refinances, HELOCs, or new purchases). The "Santa Claus" Effect: Gaining Leverage Historically, insurance agents are at the bottom of the referral food chain (Realtor > Lender > Agent). Andy details how Homebot changes this dynamic by aggregating a "Team of Professionals" on the client's dashboard. When a homeowner interacts with financial tools on the platform, the insurance agent can pass those leads back to lenders and realtors, creating immense leverage and reciprocity. Content Strategy: Donuts vs. Data David and Andy discuss why dropping off donuts at a loan officer's office no longer works. To win in today's market, agents must provide actionable data and tools that help their referral partners grow. The "Too Busy" Trap The duo critiques the mindset of agency owners who claim they are "too busy" for new leads. They discuss the necessity of implementing systems, departmentalization, and proper website content strategies (blogs vs. paid ads) to scale consulting capabilities without drowning in work. Pet Peeves: Pick Up the Phone! Andy shares his frustration with agencies that rely on complex phone trees or refuse to answer calls, and the growing trend of prospects "ghosting" after good sales calls. Connect with: David Carothers LinkedIn Andy Mathisen LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Homebot Ai Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
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